Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies DFA EMERGING MARKETS CORE EQUITY - INSTL Registered Investment Company in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SQUIRE & COMPANY, PC 401(K) PLAN SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 153 | $36.2M | $2.3M |
